Invoice

The Invoice command is used to create an invoice for a bound policy that can then be exported to and handled by your agency’s accounting department.

1. On the Policy menu, click Invoice.

The buttons described in the table below are located at the bottom ofevery tab shown in the Invoice Transaction – Header dialog box.

Button	Function
	Adjust the agency commission for the invoice
	Save changes to the invoice header and open Invoice Screen
	Abandon changes and close Invoice Transaction – Header

2. If you need to adjust the agency commission, click Adj Comm %.

3. In the Agency Commission Change pane, change any of the following information as needed:
   1. Premium – premium amount
   2. Current Comm % – current commission percentage of the premium amount
   3. Unlabeled box – current commission amount
   4. New Comm % – new commission percentage
   5. Unlabeled box – new commission amount

In the topics that follow, we will show you how to process an invoice using the tabs located on the Invoice Transaction – Header dialog box.

Basic Info

Bill To/Pay To

Additional Detail

 

Contract Allocation

Installment Plan

Multi-State Tax Allocation

Invoice Screen

See Also